Ilustración sección

Transferul fondurilor de investiții și al planurilor de pensii

Băncile și administratorii de fonduri dispun deja de procese digitale pentru a transfera portofoliile de investiții de la o entitate externă la propriile portofolii. Cu toate acestea, obținerea codurilor ISIN, în cazul portofoliilor de fonduri, și a codurilor DGS, în cazul planurilor de pensii, este un pas care nu este automatizat, fiind responsabilitatea clientului sarcina obositoare de a localiza aceste coduri, de a le trimite managerului său și că el sau backoffice-ul băncii le introduce într-un alt instrument pentru a finaliza transferul. Portofoliile netransferate înseamnă afaceri pierdute pentru bancă.

API-ul Wealth Reader obține sincron și precis codurile ISIN și DGS ale oricărei entități.

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